TrinityPoint Wealth’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$286K Sell
789
-92
-10% -$33.3K 0.04% 276
2024
Q3
$345K Buy
+881
New +$345K 0.05% 251